Address
Form of workMy client is currently looking for a Senior IFA Administrator to join their business on the Wirral.
Specific responsibilities
- Act as first point of contact to client queries, supporting both new and existing clients
- Take ownership for all assigned tasks, monitor progress, and ensure all planned work is on schedule
- Keep an accurate records of Adviser charges and ensure they match client agreements
- Keep an up to record of new client leads
- Process of new business / servicing changes on Provider platforms and update CRM system
- Monitor all new business and servicing requests to ensure all information and documents are received in a timely manner, including the updating of clients records
- Produce and package full client meeting packs for 'sign up' meetings and ensure new client packs are available for each designated/allocated Adviser
- Produce and package client annual review packs for advisors - appointment and electronic
- Oversee other Administrators
Candidate should come from a similar background and have experience from within an IFA firm.
For more information please contact Graeme Hyland on or email
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